Hixon Zuercher’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-24,962
| Closed | -$2.42M | – | 81 |
|
2024
Q4 | $2.42M | Buy |
+24,962
| New | +$2.42M | 0.93% | 39 |
|
2024
Q1 | – | Sell |
-2,110
| Closed | -$209K | – | 62 |
|
2023
Q4 | $209K | Buy |
+2,110
| New | +$209K | 0.1% | 64 |
|
2022
Q1 | – | Sell |
-2,965
| Closed | -$338K | – | 59 |
|
2021
Q4 | $338K | Buy |
+2,965
| New | +$338K | 0.17% | 55 |
|
2020
Q1 | – | Sell |
-2,477
| Closed | -$278K | – | 38 |
|
2019
Q4 | $278K | Buy |
+2,477
| New | +$278K | 0.26% | 48 |
|